Importance of case categories

Broadly speaking, the category of the case links it to cases with similar attributes such as icare or Comcare. When you add a new case and you specify what category the case belongs to, Case Manager will use this to assist in managing the case.

Case Manager uses categories to separate different types of case work that have different client types, requirements and charge rates/codes.

For example, if a case estimate is created, Case Manager uses the case's category to determine how the estimate should function. And when adding a cost to a case or creating an estimate for a case, Case Manager will offer only the appropriate charge rates and codes for this kind of client, i.e. this category of case.

Each category's set of possible costs is managed at the Activity List, where every cost is linked to one or more categories.

There are a number of other specifications that can be set for the category and at various places in the system. These enable precise customisation of the system to suit your requirements.

Thus, categories accommodate the individual requirements for the different types of work your company does. You should carefully consider the category that you select for a new case. It is one of the few required case fields.

Categories are also closely tied to workflows, tasks and case flags. Custom fields can be restricted (through custom fields tabs) to certain categories. Categories can also can have their own templates for documents, invoices and estimates. Additionally they can be used to sort, filter and group the Case List and target information in reports.

Categories are managed at the Category List.